Leonard Raskin is a CFP® and ChFC® with 39 years of industry experience. He is currently with Raskin Global Inc. and has prior experience at Guardian Life spanning 30 years. Outside of financial advising, he is a member and investor in a software system company called Currence. Raskin Global Inc. provides discretionary asset management and financial consulting services to individuals, high-net-worth clients, trusts, estates, and business entities. The firm offers customized investment programs, utilizing fundamental analysis, rebalancing, and quarterly reviews, and distinguishes itself by facilitating private real estate investments and employing leverage strategies through third-party platforms.

David Reidy is a financial advisor at First Growth Capital LLC with 13 years of industry experience and holds a Series 65 designation. His work history includes roles at ISGAM US LLC, The Parkridge Companies, LLC, and The Parkridge Group, LLC. First Growth Capital LLC provides financial planning and investment advisory services to individuals, families, trusts, foundations, separately managed accounts, and other advisory firms. The firm employs a combined top-down market and cash-flow analysis with proprietary security selection to construct diversified portfolios that include equities, fixed income, hard assets, alternatives, and derivatives, offering ongoing monitoring and rebalancing tailored to client-specific restrictions.

Shawn Miller is a financial advisor at Sovereign Financial Services, LLC in Phoenix, MD, holding Series 63 and Series 65 licenses with 10 years of industry experience. He has been with Sovereign Financial Services since 2010. Sovereign Financial Services provides comprehensive financial planning and discretionary portfolio management primarily for trusts, businesses, and organizations rather than individual retail clients. The firm employs a five-step planning process and emphasizes diversified allocations using low-cost index funds and conservative fixed income instruments, managing approximately $78.2 million in discretionary assets.

Todd Paradise is a CFP® with 25 years of industry experience, currently serving at WPG Financial Group, LLC in Baltimore, MD. His prior experience includes roles at United Planners' Financial Services of America and Cambridge Investment Research. In addition to his advisory work, he is an independent insurance agent. WPG Financial Group provides discretionary and non-discretionary investment advisory services, financial planning, and retirement plan consulting to individuals, business entities, and trusts. The firm employs a range of investment strategies across various asset classes and serves as general partner for affiliated private investment vehicles.

Jasmine Lamont is a financial advisor at Opulentia, LLC with three years of industry experience. She holds a Series 65 designation and has previously worked at T. Rowe Price and the Bahá’í Atlantic Region. Opulentia provides wealth management, financial planning, investment and portfolio management, and consulting services to individuals, including high-net-worth clients, as well as trusts, estates, charitable organizations, and certain corporate and retirement plan clients. The firm constructs customized portfolios using mutual funds, ETFs, and third-party managers, emphasizing manager selection and regular portfolio reviews.

Kenneth Mc Quay is a financial advisor at Hergenroeder Financial Advisors, Inc. with three years of industry experience. He holds a Series 66 designation and has prior experience at Bank of America, Merrill, LPL Financial, and Equitable Advisors. Before entering financial services, his background includes roles in the food and hospitality industry and attendance at the University of Maryland–College Park. Hergenroeder Financial Advisors serves individuals, business entities, pension and profit-sharing plans, trusts, estates, and charitable organizations with portfolio management and financial planning services. The firm employs an investment approach that blends active and passive funds, emphasizes asset allocation and risk management, and offers clients access to both advisory and commission-based implementation options.

Katharine Dudley is a financial advisor at Jemma Financial Services in Baltimore, MD, holding Series 65 and Series 63 licenses with six years of industry experience. She previously worked at Becket Hitch, LLC and J. Hillburn Consultant before joining Jemma Investment Advisors LLC in 2018. Dudley also serves as the operations manager at JFS Advisory, a registered investment advisor. Jemma Financial Services manages approximately $140 million for individual investors, pension plans, charities, and other entities. The firm offers discretionary portfolio management based on five risk-targeted model portfolios and integrates financial planning using MoneyGuidePro as part of its portfolio services.

Brendon Worst is a CFP® with four years of industry experience, currently serving at Cedar Spring Advisors, LLC. He has previously worked at Northrop Grumman and Freshly, Inc., and holds a Series 65 license. He is also involved with Halcyon Financial as an insurance agent. Cedar Spring Advisors serves individual and high-net-worth clients as well as charitable organizations, providing discretionary and non-discretionary portfolio management alongside financial planning and consulting. The firm manages approximately $169 million in assets and employs a range of investment strategies tailored to client goals and risk tolerance.

Deborah Doyle is a financial advisor at Partnership Wealth Management with eight years of industry experience. She holds a Series 65 designation and has worked at her current firm since 2016. Prior to this, she was employed at Loyola University of Maryland for four years. Partnership Wealth Management provides fee-based investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, and business entities. The firm manages customized discretionary portfolios using various analytical methods and offers tailored financial plans, with client assets held by qualified custodians.

Delante Greer is a financial advisor at Opulentia, LLC with four years of industry experience. He holds a Series 65 designation and has worked at American General Life Insurance, GEMC LLC, and Diamond Residential Mortgage Company. Outside of his advisory role, he serves as a site coordinator for Ani Development Group. Opulentia provides wealth management, financial planning, and portfolio management services to individuals, trusts, estates, charitable organizations, and certain corporate and retirement plan clients. The firm utilizes customized portfolios constructed with mutual funds, ETFs, and third-party managers, emphasizing regular monitoring and client reviews.

Patrick Bollinger is a financial advisor with Wealth Planning Group, holding a Series 66 designation and nine years of industry experience. He has worked at WPG Financial Group since 2018 and formerly held roles at United Planners' Financial Services of America and Cambridge Investment Research. Prior to his financial career, he was involved with Rouge Fine Catering and Towson University. Wealth Planning Group serves individual and high-net-worth clients, pension and profit-sharing plans, business entities, and trusts, offering portfolio management, financial planning, and retirement plan consulting. The firm employs a combination of fundamental, technical, and cyclical analysis and utilizes various investment vehicles, including mutual funds, ETFs, and private fund investments, supported by artificial intelligence tools under a formal AI policy.

Genti Cici is a CFP® and Series 65 credentialed financial advisor with 17 years of industry experience. He is the founder of StandUP Advisors, where he has served as a fiduciary advisor since 2017. In addition to his work at StandUP Advisors, he provides financial planning and fiduciary advice to clients through an independent contractor relationship with InvestEd. StandUP Advisors is a fee-only fiduciary firm serving individuals, families, trusts, estates, and charitable organizations. The firm uses a customized, goals-based process and manages assets on a discretionary basis with a broadly diversified, ETF-style global investment approach, offering both all-ETF core strategies and core-satellite options.

Alexander Campbell IV is a financial advisor at A.G. Campbell Advisory, LLC with one year of industry experience. He previously worked at Stepstone Group LP for three years and spent six years in education before entering the financial sector. A.G. Campbell Advisory provides discretionary and non-discretionary investment management, financial planning, access to third-party managers, and family office services to individuals, high-net-worth families, and institutional clients. The firm manages approximately $403.9 million across a client base of 61, focusing on diversified portfolios and ongoing monitoring with options for both discretionary and non-discretionary account management.

Leonard Cooperman is a financial advisor at MJC Advisors, LLC with 14 years of industry experience. He holds Series 63 and Series 65 designations and has worked at MJC Advisors since 2013. MJC Advisors, LLC provides discretionary investment advisory services and fee-only financial planning to individuals, trusts, estates, pensions, and profit-sharing plans. The firm manages approximately $190 million in discretionary assets for about 83 clients, implementing asset allocation strategies based on Modern Portfolio Theory using mutual funds, ETFs, and selective individual equities.

Micah Patashnik is a CFP® with 13 years of industry experience, currently serving at Macroview Investment Management LLC. He has worked at Absolute Investment Management since 2012. Macroview Investment Management provides discretionary investment management, financial planning, and retirement plan consulting to individuals, corporations, non-profits, and pension and profit-sharing plans. The firm employs a top-down, macroeconomic investment approach and manages portfolios with diversified strategies that may include third-party managers.

Ricky Rubin is a CFA® charterholder with 10 years of industry experience. He has worked at Tufton Capital Management from 2016 to 2025 and has been with Mercer Global Advisors Inc. since 2025. Tufton Capital Management is a fee-only, discretionary investment adviser serving individuals, retirement plans, trusts, estates, charitable organizations, and corporations. The firm employs a value-oriented investment approach focused on large U.S. companies and constructs portfolios across money market instruments, fixed income, and equities with low turnover.

Donald Mattran Jr. is a financial advisor with Foundry Wealth Advisors, LLC in Baltimore, MD, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Foundry Wealth Advisors and its predecessor entity since 2016. Outside of his advisory role, he is co-owner of Matador Holdings, LLC, which provides advertising services for Foundry Wealth Advisors at PCA driving events. Foundry Wealth Advisors serves individual and high-net-worth clients, offering portfolio management and comprehensive financial planning. The firm uses model portfolios tailored to client risk profiles and specific needs, managing assets primarily on a discretionary basis through a four-advisor team.

Elliot Pepper is a CFP® professional with six years of experience currently with Northbrook Financial in Baltimore, MD. He is also a CPA and Managing Member of Northbrook Tax, LLC, a tax planning and preparation firm. In addition, he teaches financial literacy at Beth Tfiloh Dahan Community School. Northbrook Financial provides investment management and financial planning primarily to individual and high-net-worth clients, as well as employer-sponsored retirement plans. The firm uses a tailored approach combining multiple analytical methods and modern portfolio theory, managing approximately $108.8 million in discretionary assets for around 127 clients with a two-advisor team.

H. Joseph Parnes is the president of Technomart RGA Inc. and has 4 years of industry experience as a financial advisor. He has been associated with Stern Investment Advisors, LLC since 2006. Technomart RGA Inc. is a longstanding firm based in Baltimore, MD.

Richard Gaige is a CFP® with 24 years of industry experience, currently serving as managing partner and Co-CEO at GLR Partners. His career includes roles at UBS Financial Services, Morgan Stanley, Citigroup Global Markets, Legg Mason Wood Walker, and Merrill. GLR Partners provides personalized financial planning and both discretionary and non-discretionary investment advisory services to individuals, including high net worth clients, as well as entities such as family offices and private foundations. The firm uses fundamental research to build long-term portfolios and may incorporate a range of investment instruments tailored to client goals and risk tolerance.